"One of my favorite things about what I do is getting to know my clients so I can help them create a will or trust that simplifies things for their family and avoids unnecessary probate. I want to be a resource for my clients in times of need, but I also want to do everything that I can to prevent their family members and beneficiaries from fighting over how things should be managed in the event of an emergency." -Jason Gray, Attorney/Owner
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Estate planning is much more than simply preparing a Last Will and Testament. A complete estate planning package should also include a general power of attorney for financial and legal matters if you become incapacitated, a healthcare power of attorney, a living will or advanced healthcare directive, a personal property memorandum, and other ancillary documents. It might also be necessary to set up a revocable trust depending on your estate planning goals. We can help you navigate the complexities of estate planning to ensure that your family will be prepared if something unexpected occurs.
The cost of assisted living and skilled nursing care can be very expensive. Many individuals do not have the income or resources to pay for this type of care when it is needed. However, there are benefits available to certain individuals that can help pay for the cost of care. If you have any questions about Medicaid or Veterans benefits for long-term care, please contact our office to schedule a consultation. We can assist you or your family member in potentially qualifying for these important benefits while protecting as much of your assets as possible through different types of estate planning such as setting up an irrevocable trust.
If probate is necessary, we are here to help guide your family through every step of the process. Although not every estate requires probate, if the decedent owned real property or had assets worth more than $100,000 you may be required to open a probate case with the court. This process can be daunting, but having an attorney prepare the necessary documents for opening and closing probate can alleviate that burden. Probate may seem like it should be a simple process, but even for a basic estate there are numerous steps that need to be taken to appoint the personal representative, notify beneficiaries and creditors, and complete the estate inventory and final accounting.
Jason Gray, Attorney/Owner
Jason Gray is an accomplished attorney with a strong emphasis on estate planning, showcasing a wealth of experience in advanced estate planning techniques, asset protection, and long-term care planning.
In addition to his legal expertise, Jason has also shared his knowledge by teaching as an adjunct professor at Gonzaga University School of Law. His career path has been enriched by his previous roles as a Deputy Attorney General for the State of Idaho and as a Judicial Law Clerk for the State of Idaho. Jason graduated from Gonzaga University School of Law in the top 10% of his class and is licensed to practice law in Idaho, Washington, and South Dakota.
Dani Gray, APR 6 Law Clerk
Dani Gray is the law firm administrator and is working on becoming an attorney through the Washington State Bar APR 6 Law Clerk Program. As a Law Clerk, she is completing a rigorous four-year program designed to provide educational and practical experience before becoming qualified to take the Washington lawyer bar examination. Prior to joining Pinnacle Estate Planning, Dani worked in higher education and at the local school district where she helped students prepare for college and career opportunities. Dani earned her Master's degree in Educational Leadership and has a B.S. in Psychology.
Samantha Osinski, Paralegal
Samantha Osinski is a paralegal at Pinnacle Estate Planning. She earned her Associate of Applied Science in Paralegal Studies at North Idaho College in 2023. Prior to becoming a Paralegal and working at Pinnacle, Samantha practiced massage therapy for 4 years, where she assisted clients in alleviating pain associated with various musculoskeletal ailments. In her free time Samantha enjoys playing with her dog, Frankie, watching football with her fiancé, Hunter and traveling.
Cassandra Greenfield, Paralegal
Cassandra Greenfield has been a dedicated paralegal since 2017, specializing in probate and estate planning. She earned her Paralegal Certificate and Employment Law Certificate from North Idaho College, equipping her with the knowledge and skills to navigate complex legal processes efficiently.
With a keen eye for organization and a passion for administrative work, Cassandra ensures that every case is handled with precision and attention to detail. Her commitment to providing thorough support allows clients to navigate legal matters with confidence and ease.
Outside of work, Cassandra enjoys baking and crafting, bringing creativity and precision into all aspects of her life.
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